General Settings

  • Updated on Sep 4, 2023
  • Published on May 15, 2023
  • 4 minute(s) read
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Clicking the Settings icon will open more tabs as listed below
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  • General
  • Providers
  • Logos
  • SMTP
  • Billing
  • Email Notifications
  • Taxes
  • Currency Conversion
  • User Management
  • Custom Views
  • Email Templates
  • Autotask
  • ConnectWise
  • Public Signup

General settings consists multiple Partner & Customer settings

Partner Defaults

  • Application Name: Name for C3 application
  • Contact First Name: First Name of contact person for C3 application
  • Contact Last Name: Last Name of contact persion for C3 application
  • Contact Email: Contact Email(generally support or info email address)
  • Contact Company Name: Name that should appear on the landing page as well as footer after a user is logged in
  • Company URL: your website URL
  • Link to Welcome Logo: Link associated with welcome logo on welcome page/landing page(generally your website link)
  • Link to Contact Us Page: Link to your Contact Us website page
  • Link to Support: Link to your online support page where customers will be redirected to get any assistance from you
  • Link to Portal : Your C3 website URL(without / at the end) that is emebedded with value configured for Login to Portal attribute
  • Language Packs: Partner language preferences
  • Address: Address of Partner
  • Powered by Company Name: Name that should appear on the bottom right corner of landing page as well as footer after a user is logged in
  • Powered by Company URL: Link associated with name defined as "Powered By Company Name"

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  • Suspend subscription when danger threshold met: This checkbox control if meeting the Danger threshold( ifdefined) value for Usage Based subscription(Azure Plan/Legacy Azure) should trigger cancellation or not.
  • Invoice footer line: Appears on the invoice view and invoice pdf as footer line
  • Business number key: Atribute that appears on the invoice view and invoice pdf in bill from section e.g. VAT ID
  • Business number: Value for Business Number key defined above
  • Customer consent URL: Link associated with MCA that customers provides consent for(generally the Microsoft Cusotmer Agreement consent link)
  • Invoice footer authorized line: Appears on the invoice view and invoice pdf as footer authorized line
  • Customized landing page URL: Target URL for the page, if you want to have a customized landing page. Note: In the landing page, you should have a button and the target URL of that button should be /#/login
  • Default Language: Default localization for C3 portal
  • Default page count: Sets the default page count for every table in the system.
  • QuickBooks ClientId:
  • QuickBooks ClientSecret:
  • Country code:
  • Days to send cart status notification:
  • Maximum Entitlement Creation Count:
  • Maximum Tenants Creation Count:
  • Mandatory CustomerId In Api Calls:

Customer Defaults

  • Allow customer to reduce seats: This flag controls the ability of end customer to reduce license count from C3 portal
  • Billing reference ID: This is for internal reference, basically unique identifier for a customer to relate them in your external accounting tool
  • PO#: Global Purchase order number for all customers
  • Accepted partner terms and conditions?: Unchecking this flag will initiate the consent process for all customers upon their next login. Generally used if there is change in T&Cs and you want your customer to do the cosent on latest T&Cs.
  • Show terms & conditions acceptance log: This flag controls the appearance of consent logs on customer dashboard with details as Consent provider name, consent link, date & time.
  • Should notify customer: It controls overall outgoing email flow out of C3, If unchecked, no email communication will happen from C3 even if email notifications are configured.
  • Customer product auto price update: This flag controls the ability of C3 tool to update Sale prices in plans in case of any change from Microsoft
  • Customer product auto price update effectiveness: Here you control the effectivness of new Sale price, available options are
  • Terms and condition URL : Link to your generic T&Cs for customers for using CSP Control Center or other conditions.
  • Stop all transactions: Setting this value to true will stop the user's ability to make any purchases.
  • Mandate profile : Mandate user to submit payment method(should be checked only if you want to force customer to provide CC/ACH details in C3 to make them use C3)
  • Transaction amount limit: Enforce a limit on the monetary value of the quantity based product purchase ( In customer currency )
  • Seat limit applicable: Enforce a limit on the number of seats that the customer can purchase
  • Allow auto release un-used seats : Enable the auto release for unassigned seats(works only for legacy, not for NCE)
  • Allow access to CSP Global Administrators : Checking this box will let customer's Global admin user access C3 as Customer Admin role without having partner to assign them C3 access
  • Enable power BI reports : Enable power BI reports
  • Allow product name sync for usage based offers : Sync Friendly name from PC to C3 for license based products
  • Auto Release Cool Off Period
  • Default Monthly Budget: Default monthly budget for the azure subscription.
  • Default Info Threshold (%) : Default Info threshold in percentage for the azure subscription.
  • Default Warn Threshold (%) : Default warning threshold in percentage for the azure subscription.
  • Default Danger Threshold (%) : Default Danger threshold in percentage for the azure subscription.
  • Default Error Threshold (%) : Default Error threshold in percentage for the azure subscription.
  • Default Threshold Email Recipient: Default threshold email recipient for the azure subscription.
  • Should Enable Default For Customer: Checking this box will enabled Default monhtly budgets related value for all onboarded customers
  • Exempt Instant Pay Payment : Should Exempt Customer From Instant Pay Payment.
  • Enable NCE terms & conditions to order Microsoft NCE products: Checking this box will enforce customer to provide consent to your NCE purchase related T&C's before placing the order
  • Allow product name sync for quantity based offers : Sync Friendly name from PC to C3 for Usage based products
  • Allow customer to align subscription end dates : Checking this box will allow customer to align subscription end dates for NCE subscriptions in C3